{
    "id": "PRT-021",
    "category": "PRT",
    "title": "持倉相關矩陣",
    "question": "哪些持倉價格經常同方向變動？",
    "chart": "matrix",
    "metric": "回報相關係數（−1 至 1）",
    "secondary": "共同樣本日數（天）",
    "x": "持倉配對",
    "y": "回報相關係數（−1 至 1）",
    "panels": [
        "相關矩陣",
        "有效樣本數",
        "群組與時區提醒"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "把持倉調整後價格轉為同幣別日或週回報，按成對有效觀測計算相關與樣本數。",
    "caveat": "需要用戶的持倉／交易／現金流或情境設定；EODHD 不提供券商帳戶。低相關不保證壓力市仍有效；跨時區優先週頻或對齊訊息時間。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "進階",
    "reach": 8,
    "frequency": 8,
    "decision": 8,
    "clarity": 8,
    "sample_labels": [
        "核心股",
        "成長股",
        "債券",
        "黃金代理"
    ],
    "cadence": "每日收市及用戶交易更新後",
    "sample_note": "僅用於合成視覺示意，並非真實行情或投資成果。",
    "category_name": "投資組合",
    "score": 80.0,
    "requires_user_input": true,
    "requires_extra_plan": false,
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies"
    ],
    "rank": 323,
    "stage": "P2",
    "svg_file": "mockups/0323-PRT-021.svg",
    "demo_fingerprint": "a57b5b2229e55dfd",
    "collection": "catalogue",
    "sample_annotation": {
        "sample": true,
        "as_of": "2026-10-16",
        "notice": "Charts and tables for this report are generated, deterministic synthetic sample observations for educational layout and unit demonstration only. No provider, market data or analysis engine is called, and nothing here is a statement about real securities.",
        "notice_zh": "此報告的圖表與數據為確定性生成的合成示例數據，僅供教育及版面展示；並無連接任何資料供應商或實際分析引擎，不代表任何真實證券的表現。",
        "default_filters": {
            "symbol": "0700.HK",
            "period": "1Y",
            "benchmark": "HSI"
        },
        "filters": {
            "symbol": [
                "0700.HK",
                "0005.HK",
                "AAPL.US",
                "MSFT.US",
                "SPY.US",
                "BTC-USD.CC"
            ],
            "period": [
                "1Y",
                "3Y",
                "5Y"
            ],
            "benchmark": [
                "HSI",
                "SPX",
                "BTC"
            ]
        },
        "library": {
            "version": "2026-10-19",
            "source": "https://chatgpt.com/share/6ad67223-c610-83e8-adb2-33aaf792e584",
            "sample": true
        }
    }
}